Similar funds
Computed 2026-07-05Funds whose latest portfolio most overlaps this one — the share of this fund's holdings each peer reproduces, by weight. Click an overlap score for the side-by-side comparison.
| # | Fund | Overlap | Net exp. | Adviser |
|---|---|---|---|---|
| 1 | Saturna Core Fund · SCORX | 8% | 0.75% | SATURNA CAPITAL CORPORATION |
| 2 | Saturna Global High Income Fund · SGHIX | 8% | 0.75% | SATURNA CAPITAL CORPORATION |
| 3 | PIMCO Long-Term U.S. Government Portfolio · VPVLTDV, VPVLTIV, VPVLTAV diff. adviser | 5% | 2.43% | Pacific Investment Management Company LLC |
| 4 | PIMCO Long-Term U.S. Government Fund · PGOVX, PFGAX, PFGCX, PLTPX diff. adviser | 5% | 0.84% | Pacific Investment Management Company LLC |
| 5 | WisdomTree Long-Term Treasury Digital Fund · WTLGX cheaper diff. adviser | 5% | 0.05% | WisdomTree Digital Management, Inc. |
| 6 | EQ/Long-Term Bond Portfolio cheaper diff. adviser | 5% | 0.40% | Equitable Investment Management Group, LLC |
| 7 | JPMorgan BetaBuilders U.S. Treasury Bond 20+ Year ETF · BBLB cheaper diff. adviser | 5% | 0.04% | J.P. Morgan Investment Management, Inc. |
| 8 | Western Asset Core Bond Fund · WATFX, WAPIX, WACSX, WABAX, WABCX, WABRX, LWACX cheaper diff. adviser | 4% | 0.42% | FRANKLIN TEMPLETON FUND ADVISER, LLC |
| 9 | Federated Hermes Total Return Government Bond Fund · FTRGX, FTGSX, FTGLX cheaper diff. adviser | 4% | 0.32% | Federated Advisory Services Company, Federated Investment Management Company |
| 10 | PIMCO Long Duration Total Return Fund · PLRIX, PLRPX, PLRAX, PLRCX diff. adviser | 4% | 2.99% | Pacific Investment Management Company LLC |
| 11 | Western Asset Management Government Income Portfolio diff. adviser | 4% | 0.73% | Brighthouse Investment Advisers, LLC |
| 12 | American Beacon NIS Core Plus Bond Fund · NISRX, NISYX, NISAX, NISCX cheaper diff. adviser | 4% | 0.43% | American Beacon Advisors, Inc. |
| 13 | Fidelity Long-Term Treasury Bond Index Fund · FNBGX cheaper diff. adviser | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 14 | Saturna Sustainable Bond Fund · SEBFX cheaper | 4% | 0.60% | SATURNA CAPITAL CORPORATION |
| 15 | Long Duration Bond Fund · RMHAX, RMHCX, RMHRX, RMHSX, RMHTX, RMHYX cheaper diff. adviser | 4% | 0.29% | Russell Investment Management, LLC |
| 16 | JAMES BALANCED: GOLDEN RAINBOW FUND · GLRBX, GLRIX diff. adviser | 4% | 0.98% | James Investment Research, Inc. |
| 17 | Global X Long-Term Treasury Ladder ETF · LLDR cheaper diff. adviser | 4% | 0.12% | Global X Management Company LLC |
| 18 | iShares 20+ Year Treasury Bond ETF · TLT cheaper diff. adviser | 4% | 0.15% | BlackRock Fund Advisors |
| 19 | Fidelity SAI Long-Term Treasury Bond Index Fund · FBLTX cheaper diff. adviser | 4% | 0.03% | Fidelity Management & Research Company LLC |
| 20 | JOHNSON INSTITUTIONAL CORE BOND FUND · JIBFX, JIMFX cheaper diff. adviser | 4% | 0.25% | Johnson Investment Counsel, Inc. |
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